Share

Description

There are multiple ways you can share a record store, you can share it with specific people or share it with an entire team. Follow the steps below if you do not know how to share a record store yet.

Access limitations

• You will not be able to share a shape if you only have a read or write access level.

Share via email

• Open the data storage
  
• Open the record store by clicking on the settings button in the record storage
  
• You will see the record store opening that contains all the records if any records exist
  
• Click on the share button in the record storage
  
• a Modal will pop up with the option to Add item
  
• Add a email
• Select the access level
• Click Continue

Email access levels

• Read: Allows you to use the record store, but cannot edit or reshare the record store
• Write: Allows you to edit and use the record store, but cannot reshare the record store
• Manage: Allows you to edit, use and reshare the record store

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Share with an entire team

• Open the data storage
  
• Open the record store by clicking on the settings button in the record storage
  
• You will see the record store opening that contains all the records if any records exist
  
• Click on the share button at the top right corner in the shape studio
  
• a Modal will pop up with the option to Add item
  
• Select a team
• Select the access level
• Click Continue

Team access levels

• Read: Allows the team to use the record store, but cannot edit or reshare the record store
• Write: Allows the team to edit and use the record store, but cannot reshare the record store
• Manage: Allows the team to edit, use and reshare the record store

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Change access level

• Open the data storage
  
• Open the record store by clicking on the settings button in the record storage
  
• You will see the record store opening that contains all the records if any records exist
  
• Click on the share button in the record storage
  
• a Modal will pop up with multiple tabs on the left hand side
  
• Click on the Manage access tab
• Alter the access level
• Then you will be given a option to confirm or cancel
  
• Click Confirm

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Remove access level

• Open the data storage
  
• Open the record store by clicking on the settings button in the record storage
  
• You will see the record store opening that contains all the records if any records exist
  
• Click on the share button at the top right corner in the shape studio
  
• a Modal will pop up with multiple tabs on the left hand side
  
• Click on the Manage access tab
• Remove the user or team by clicking on the cross button.
• Then you will be given a option to confirm or cancel
  
• Click Confirm